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TWM
Tradition Wealth Management Portfolio holdings
AUM
$1.41B
1-Year Est. Return
19.71%
This Fund
S&P 500
1 Year Est. Return
+19.71%
AUM
$1.03B
AUM Growth
+$47M
(+4.8%)
Holding
419
Top Buys
| 1 | +$21.3M | |
| 2 | +$11.4M | |
| 3 | +$7.05M | |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$6.1M |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$5.79M |
Top Sells
| 1 | +$8.48M | |
| 2 | +$8.22M | |
| 3 | +$7.12M | |
| 4 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$6.74M |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$6.19M |
Sector Composition
| 1 | Technology | 8.24% |
| 2 | Financials | 3.26% |
| 3 | Consumer Discretionary | 2.5% |
| 4 | Healthcare | 2.19% |
| 5 | Industrials | 1.66% |